Prosus N.v. Class N · EURONEXT:PRX
Prosus N.v. Class N — iFood — Investor Presentation (March 2025)
9 slides from Prosus N.v. Class N's investor presentation, March 2025
Slide 1: Deep Dive: Building The Ecosystem
DEEP DIVE Building The Ecosystem March • 2025 The information in this document is confidential to the person to whom it is addressed and should not be disclosed to any other person. It may not be reproduced in whole, or in part, nor may any of the information contained therein be disclosed without t
Slide 2: A Brief Overview of iFood's History: Proven Track of Growth and Profitability
A BRIEF OVERVIEW OF IFOOD'S HISTORY PROVEN TRACK OF GROWTH AND PROFITABILITY 2024 +100M Monthly orders iFood launches 2022 Logistics Model (1P) “And we’re just and starts Getting Started!” integration of Proprietary AI 1st investment 2021 BreakEven from Grupo and Ecosystem Movile (Prosus) Vision iFo
Slide 3: Driving Order Growth Through User Acquisition and Higher Frequency
DRIVING ORDER GROWTH THROUGH USER ACQUISITION AND HIGHER FREQUENCY AS USER ACQUISITION MATURES… x PURCHASE FREQUENCY BECOMES A GROWTH CORNERSTONE = TO MAINTAIN ACCELERATED ORDER GROWTH FD Monthly Unique Buyers (M) FD Monthly Frequency Total Monthly Orders (M) End of Period End of Period End of Perio
Slide 4: Innovation Case: From Jet Ski to Growth Acceleration
INNOVATION CASE: FROM JET SKI TO GROWTH ACCELERATION iFood Loyalty Clube Case iFOOD CLUBE ORDERS (M) GROWTH MINDSET MONETIZATION GROWTH HACKING AGILITY = TEST AND LEARN PRODUCT ADJUSTMENT NOW, WE KNOW THE PLAYBOOK TIME TO ACCELERATE! TESTING MACHINE +1,000 TESTS IN A YEAR +39% FD Orders ~9% FD Order
Slide 5: iFood Clube Value Proposition Evolved to a Winning Subscription-Based Model
iFOOD CLUBE VALUE PROPOSITION EVOLVED TO A WINNING SUBSCRIPTION-BASED MODEL PHASE 1 PHASE 2 PHASE 3 GROWTH MINDSET MONETIZATION GROWTH HACKING MAIN Fast Launch of initial value Program mechanics adjustment Recurring Membership proposition to prepare for scale-up unlocking new verticals LEVERS & RATI
Slide 6: Extensive Use of Technology and Problem Solving to Drive Loyalty
USER HIGH-SCALE PROFILING TESTING Hyper-segmentation Test Machine • User behavior • Proprietary statistical • Personal attributes validation system • “1-by-1” 1300 tests per year Personalization EXTENSIVE USE GROWTH WITH PROFITABILITY OF TECHNOLOGY CONCIERGE AI CLUBE MECHANICS AND PROBLEM Machine le
Slide 7: What Is the Future Aspiration for Our Loyalty Program?
WHAT IS THE FUTURE ASPIRATION FOR OUR LOYALTY PROGRAM? Be the “most-desired” loyalty program in Brazil Maintain growth Leverage members Leverage members hacking mindset to… high engagement to… high engagement to… …continue driving …support adjacent …enhance membership Core business growth verticals
Slide 8: iFood Clube Loyalty Program to Be the Enabler of Our Ecosystem
iFOOD CLUBE LOYALTY PROGRAM TO BE THE ENABLER OF OUR ECOSYSTEM Year 1: Clube iFood Across the Ecosystem Year 3: Clube iFood Everywhere A B2C benefits platform designed to integrate and An initiative to integrate and generate drive growth across all iFood verticals synergies within the LATAM ecosyste
Slide 9: Forward Looking Statements
FORWARD LOOKING STATEMENTS This report contains forward-looking statements as defined in the United States Private Securities Litigation Reform Act of 1995 concerning our financial condition, results of operations and businesses. These forward-looking statements are subject to a number of risks and